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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+5.24%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.96B
AUM Growth
+$75.6M
Cap. Flow
-$5.15M
Cap. Flow %
-0.26%
Top 10 Hldgs %
20.65%
Holding
851
New
39
Increased
200
Reduced
280
Closed
29

Top Buys

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$13.2M
2
WFM
Whole Foods Market Inc
WFM
+$5.96M
3
KMI icon
Kinder Morgan
KMI
+$4.95M
4
MET icon
MetLife
MET
+$4.25M
5
SPG icon
Simon Property Group
SPG
+$2.83M

Top Sells

Rank Stock Value
1
PM icon
Philip Morris
PM
+$3.71M
2
AAPL icon
Apple
AAPL
+$3.1M
3
PPL
PPL Corp
PPL
+$3.02M
4
KR icon
Kroger
KR
+$2.85M
5
CVX icon
Chevron
CVX
+$2.46M

Sector Composition

Rank Sector Weight
1 Healthcare 15.74%
2 Technology 15.5%
3 Financials 14.15%
4 Industrials 11.84%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MD icon
201
Pediatrix Medical
MD
$2.2B
$1.51M 0.08%
22,908
-960
-4% -$58.6K
BSV icon
202
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.51M 0.08%
18,876
-2,665
-12% -$214K
NKE icon
203
Nike
NKE
$61.9B
$1.51M 0.08%
31,364
-378
-1% -$17.7K
HSY icon
204
Hershey
HSY
$36.6B
$1.5M 0.08%
14,425
-70
-0.5% -$6.82K
STZ icon
205
Constellation Brands
STZ
$23.2B
$1.5M 0.08%
15,229
-500
-3% -$45.8K
TYL icon
206
Tyler Technologies
TYL
$12.8B
$1.47M 0.08%
13,432
-156
-1% -$16.5K
MKTX icon
207
MarketAxess Holdings
MKTX
$5.72B
$1.46M 0.07%
20,397
-210
-1% -$13.8K
SIVB
208
DELISTED
SVB Financial Group
SIVB
$1.45M 0.07%
12,506
-956
-7% -$104K
LH icon
209
Labcorp
LH
$25.9B
$1.43M 0.07%
15,454
-146
-0.9% -$12.9K
EPD icon
210
Enterprise Products Partners
EPD
$81.7B
$1.42M 0.07%
39,389
-300
-0.8% -$11.1K
EXPD icon
211
Expeditors International
EXPD
$23.2B
$1.42M 0.07%
31,870
-1,190
-4% -$51.1K
BH icon
212
Biglari Holdings Class B
BH
$1.21B
$1.42M 0.07%
5,330
– –
MPC icon
213
Marathon Petroleum
MPC
$83.7B
$1.41M 0.07%
31,342
-418
-1% -$18.4K
ITW icon
214
Illinois Tool Works
ITW
$84.5B
$1.39M 0.07%
14,692
+458
+3% +$41.7K
HAL icon
215
Halliburton
HAL
$26.6B
$1.38M 0.07%
35,034
-1,224
-3% -$59.6K
AMJ
216
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.35M 0.07%
29,475
+600
+2% +$29.3K
TXN icon
217
Texas Instruments
TXN
$261B
$1.35M 0.07%
25,211
+4,101
+19% +$207K
AET
218
DELISTED
Aetna Inc
AET
$1.34M 0.07%
15,074
-377
-2% -$31.6K
WAB icon
219
Wabtec
WAB
$49.3B
$1.33M 0.07%
15,343
-152
-1% -$12.8K
CI icon
220
Cigna
CI
$74.6B
$1.33M 0.07%
12,945
+3,808
+42% +$375K
AROW icon
221
Arrow Financial
AROW
$652M
$1.3M 0.07%
61,241
– –
IWM icon
222
iShares Russell 2000 ETF
IWM
$81.9B
$1.3M 0.07%
10,883
+693
+7% +$79.3K
ASH icon
223
Ashland
ASH
$3.5B
$1.28M 0.07%
21,910
+3,322
+18% +$179K
AEG icon
224
Aegon
AEG
$14.1B
$1.28M 0.07%
246,479
-43,282
-15% -$233K
META icon
225
Meta Platforms (Facebook)
META
$1.51T
$1.28M 0.07%
16,366
-209
-1% -$16K
7 8
9
10 11

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BAM
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ACI
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People's United Financial's Q4 2014 Portfolio in Review

As of Q4 2014, People's United Financial held 851 positions worth $1.96B, up 4% from $1.89B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial's Q4 2014 filing shows 39 new, 200 increased, 280 reduced and 29 closed positions. Its largest new stake was Perrigo: 15,922 shares worth $2.66M. The largest sale was Philip Morris, an estimated $3.71M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 16% a quarter earlier, followed by Technology and Financials.

  • People's United Financial's largest Q4 2014 buy was Perrigo: 15,922 shares worth $2.66M.
  • People's United Financial added most to McDonald's in Q4 2014, an estimated $13.2M increase.
  • People's United Financial's biggest Q4 2014 reduction was Philip Morris, cutting an estimated $3.71M.
  • People's United Financial fully exited KINDER MORGAN ENER PNTRS L.P. in Q4 2014, selling an estimated $1.58M.
  • People's United Financial's ten largest holdings make up 21% of its $1.96B portfolio in Q4 2014.
  • People's United Financial opened 39 new positions and closed 29 in Q4 2014.
  • People's United Financial's portfolio value rose 4% quarter-over-quarter to $1.96B.

Based on People's United Financial's 13F filing for Q4 2014, filed 6 Feb 2015.